As a Financial Advisor, I specialize in offering personalized guidance and comprehensive strategies tailored to help secure your financial future. I graduated from the University of Kansas in 2011 with a degree in finance and have since dedicated myself to empowering clients with sound financial advice.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I've been with Mutual of Omaha since April 2012, bringing over a decade of experience to the table. Holding licenses in Life and Health insurance, as well as Series 6, 63, and 65, alongside the Securities Industry Essentials (SIE) license, I am equipped to navigate the complexities of financial planning with precision. Additionally, I have a Chartered Financial Consultant designation.
With these licenses and designation under my belt, I specialize in a range of services including group retirement plans, individual wealth planning, asset protection, and various insurance solutions such as Life, Disability, and Long-Term Care Insurance.
While I'm based in Iowa City, Iowa, my reach extends across multiple states including Kansas, Illinois, Minnesota, Washington, and Texas. Regardless of location, my commitment remains steadfast; to provide tailored strategies and consistent service that aligns with your unique goals. Understanding that no two financial journeys are alike, I approach each client's portfolio with the same care and attention as if it were my own. From initial planning stages to execution and ongoing support, I prioritize detail and proactivity every step of the way.
Beyond the world of finance, I find joy in spending time with my family – my husband, our two children Wesley and Charlie, and our beloved dogs. We share a passion for travel, sports, and staying active, whether it's cheering on the Kanas Jayhawks and Iowa Hawkeyes or pursuing our Peloton fitness goals.
Financial AdvisorSarah Whitmore
As a Financial Advisor, I specialize in offering personalized guidance and comprehensive strategies tailored to help secure your financial future. I graduated from the University of Kansas in 2011 with a degree in finance and have since dedicated myself to empowering clients with sound financial advice.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I've been with Mutual of Omaha since April 2012, bringing over a decade of experience to the table. Holding licenses in Life and Health insurance, as well as Series 6, 63, and 65, alongside the Securities Industry Essentials (SIE) license, I am equipped to navigate the complexities of financial planning with precision. Additionally, I have a Chartered Financial Consultant designation.
With these licenses and designation under my belt, I specialize in a range of services including group retirement plans, individual wealth planning, asset protection, and various insurance solutions such as Life, Disability, and Long-Term Care Insurance.
While I'm based in Iowa City, Iowa, my reach extends across multiple states including Kansas, Illinois, Minnesota, Washington, and Texas. Regardless of location, my commitment remains steadfast; to provide tailored strategies and consistent service that aligns with your unique goals. Understanding that no two financial journeys are alike, I approach each client's portfolio with the same care and attention as if it were my own. From initial planning stages to execution and ongoing support, I prioritize detail and proactivity every step of the way.
Beyond the world of finance, I find joy in spending time with my family – my husband, our two children Wesley and Charlie, and our beloved dogs. We share a passion for travel, sports, and staying active, whether it's cheering on the Kanas Jayhawks and Iowa Hawkeyes or pursuing our Peloton fitness goals.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
